If you are working with the Ticketing module in Teamleader, you probably know by now that any person, customer, supplier etc can send you a ticket by sending an email to the support email address that you have set up in Teamleader.
No idea what I am talking about? You can have a look to this article to find out how to set up your Ticketing module. Besides this, there are other 2 cases where you can create a ticket yourself if the client has, for example, sent you an email to another email address, or if the issue was asked on the phone.
Therefore, in this article, we’ll explain the 3 ways to create a ticket in Teamleader:
- Via email
- Via the Chrome plugin
As we mentioned in the beginning, if you have your ticketing module set up, emails from customers sent to your chosen support address will automatically end up in your Teamleader account.
From there on, you can reply to the ticket directly or decide which user will do it. You can also use different templates to ensure the fastest possible response.
Via the Chrome plugin
Our Google Chrome plugin doesn’t just allow you to track incoming and outgoing email, it also lets you create tasks and tickets straight from your mailbox.
Below every email that you receive, you will see a grey space provided by Teamleader, where you can get three options: track the email, create a task or convert the email into a ticket.
This last option will save the email as a ticket in your Ticketing module and will let you answer in the same way as if a ticket was sent to your support email address.
Of course, there is always the manual solution. If, for example, a customer asks you a question in person or via telephone, you can still create a ticket by clicking on Add ticket in your Ticketing module. Just enter your customer’s name, a subject and a status and click ‘Save’.
You get the same layout as a normal ticket, only no message has been typed yet. Add one via an internal note or just email the customer the answer to his question straight from within the ticket.
This way, a customer’s question still gets tracked and makes it easy to follow up.
Would you like to have more information about the possibilities to create a ticket? Then check out our tutorial.